What does it take to be number one?

M&A

• EY acquired Attalea Partners (ESG consulting).

• Ipsos acquired Xperiti (expert network).

• Kpler acquired MarineTraffic (maritime analytics) and FleetMon (maritime analytics).

• QUODD acquired Xignite (market data APIs).

• Urgently acquired Otonomo (vehicle data).

*transactions have been announced but may not be closed

Fundraising

• Carbonplace (carbon credit trading) raised $45M from nine banks.

• Clear Street (prime brokerage) received a strategic investment from IMC Investments.

• Finbourne (investment data management) secured a £30M debt facility from Kreos Capital.

• Juniper Square (investment partnership enablement) raised $133M in a growth round led by Owl Rock.

• MDI Health (pharmacology intelligence) raised $20M in a Series A led by Intel Capital.

• Moonfare (private equity platform) raised an additional $15M in a Series C extension, bringing the C round to over $130M.

• NetworksX (expert network) raised $610K in a Seed round led by Pitch Venture Capital.

People Moves, Promotions, and Appointments

• Galaad Baudry was promoted to Global Head of Content Acquisition & Rights Management at S&P Global.

• Zach Buchwald was appointed Chairman & CEO at Russell Investments, effective May 1.

• Yujin Chung joined Balyasny Asset Management as Operating Partner.

• Steve Citrin joined Reorg as Head of New Business.

• Sidney Costabile joined Two Sigma Ventures as Head of Investor Relations and Business Development.

• Tony Evans joined Precisely as Head of Financial Services, North America.

• Michael Ferrari joined Climate Alpha as Chief Scientific Officer and Chief Commercial Officer.

• Daniel Gamba joined Northern Trust as President of Asset Management.

• John Haley joined Thomas H. Lee Partners as an Executive Partner of the Financial Technology & Services Investment Group.

• Beatricia Helou joined JPMorgan Chase as Managing Director, Cloud Enablement & Execution.

• Michael Hochstat joined Global AI as CMO.

• Ben Lorente joined Copper.co as Head of Strategic Alliances and Partnerships.

• Kelly Mathieson joined the Board of Directors of Jaid.

• Mike McCrea was promoted to President at JCV Investment Systems.

• Shwetabh Mittal joined Altana Technologies as VP of Products.

• Baer Pettit joined the Board of Directors of MSCI.

• Susan Quintin joined LSEG as Head of Business Management, Investment & Wealth Solutions.

• Grigorios Reppas was promoted to CEO at Advan.

• Bharath Sankaranarayan was promoted to VP of Platform Engineering at Moody’s Analytics.

• Maria Shiao was promoted to CEO at Alqami.

• Aaron Sharrow joined Vertical Knowledge as CTO.

• Rahul Todkar joined TripAdvisor as VP, Head of Data.

• Dan Wadsworth was promoted to Managing Director, Global Head of Strategic Alliances at S&P Global.

• Rob Weetman joined Kpler as Head of Sales, Europe.

• James Whiting joined JPMorgan Chase as Managing Director, Head of Advanced Cloud Engineering and Architecture.

New Products & Capabilities

My friends at Aiera launched Ask Aiera and announced a partnership with BlueMatrix.

Ask Aiera is an AI-powered Q&A tool built to deliver event-specific answers to user-written questions across their leading coverage of Wall Street events and transcripts. The generative AI models were built in-house and trained specifically through a financial lens. This follows the launch last month of Aiera’s AI-Powered Event Summarization, which distills 10+ page event transcripts down to 1-2 paragraph Cliff Notes style recaps of every event.

Ask Aiera Example: user-written question and AI-generated answer from the Alphabet (GOOGL) Q4 2022 earnings call.

The company also announced a partnership with BlueMatrix, a leading authoring platform for financial research, bringing event monitoring and analysis natively inside the BlueMatrix platform. The partnership involves two phases: Authoring and Readership.

Don’t hesitate to reach out to me if you’re interested in learning more! I’d be happy to connect you with the teams at Aiera and BlueMatrix.

Who’s Hiring

• ICON Corporate Finance (investment banking) is hiring a AI & DataTech Investment Banker. For more info or to apply, contact Ben Kolada at [email protected]. I’m also happy to make an intro.

• Nuveen (asset management) is hiring a Chief Data Officer, Asset Management.

• Soleadify (business data) is hiring a Big Data Engineer.

• The Trade Desk (media buying platform) is hiring a Director, Data Partnerships.

What I’m Reading

• Inex One’s 2023 Expert Network Market Sizing.

• Data Storytelling with OpenAxis Substack.

What I’m Listening To

• Datazuum’s The Data Strategy Show episode 66 Questions Data Leaders Unplugged: Gareth Parkes hosted by Samir Sharma.

• Verity’s Differentiated With Ben Silverman episode 1 with guest Ali Ragih.